CityGate Financial Ltd

Bookkeeper

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About us

With a focus on adding real value to your business, CityGate Financial has built an exceptional reputation for delivering efficient, cost-effective, agile accountancy services across the UK.

So whether you need help with getting your business off the ground, implementing software or understanding HMRC compliancy, our specialists in business advisory are there to guide you and take the pressure off. Get in touch for a free consultation – we welcome all enquiries.

Affiliations

Association of Accounting Technicians (UK)
Association of Chartered Certified Accountants
Institute of Certified Bookkeepers (UK)

Meet the team

CityGate Financial Ltd advisors: 5 - Xero certifications: 4

To become certified, advisors complete learning modules on Xero’s key features and pass a practical exam.

Darren Jefferies

Managing Director

Xero advisor certified

Has a strong understanding and practical knowledge of how to use Xero with clients.
Xero payroll certified

Has knowledge and experience of setting up payroll efficiently and ensuring a smooth payroll process.
Retail & ecommerce

Has training and expertise in advising on apps for retail and ecommerce businesses.
Making Tax Digital VAT Ready

Has training and expertise in helping UK businesses meet the HMRC requirements for Making Tax Digital for VAT.
Trade & construction

Has training and expertise in advising on apps for trade and construction businesses.
Professional services

Has training and expertise in advising on apps for professional services firms.
Xero Migration

Has training and expertise in switching clients to Xero.

Scott Jefferies

Client Delivery Director

Xero advisor certified

Has a strong understanding and practical knowledge of how to use Xero with clients.

Laura Pipe

Client Delivery Director

Xero advisor certified

Has a strong understanding and practical knowledge of how to use Xero with clients.
Professional services

Has training and expertise in advising on apps for professional services firms.

CityGate Financial Ltd: Bank experience

Clients of CityGate Financial Ltd connect to a range of banks via Xero. CityGate Financial Ltd specialises in working with some of those banks; they can help with setting up bank feeds, and are knowledgeable about accessing bank loans and streamlining payments through Xero.

Bank connections

HSBC Business (UK)
PayPal
Starling Bank
Tide

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CityGate Financial Ltd: Industry experience

CityGate Financial Ltd works with businesses across a range of industries. They specialise in helping to choose apps that integrate with Xero to boost business performance for some of those industries.

Industry Specialist

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Industries Served

Transportation and storage
Professional services
Construction and trades
Arts and recreation
Marketing, advertising and consulting

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CityGate Financial Ltd : App experience

CityGate Financial Ltd serves clients who use 1 different app that connect and integrate with Xero.

Connected apps

New to Xero? CityGate Financial Ltd can help

Xero is beautiful online accounting software for smaller businesses. CityGate Financial Ltd can help make your switch as smooth as possible.

Contact them to find out how they can help your business.

Partner since 2019

Please note, Xero doesn't guarantee the service of any one advisor

We don’t review advisor listings and we don’t recommend or guarantee the service provided by any one advisor, so make sure you check them out yourself and get comfortable with them yourself.

Xero certification means that some or all team members have completed courses and been assessed by Xero as proficient in the use of the Xero application.

Xero specialisation means that some or all team members have completed several short learning modules to develop skills in that area.

Xero doesn’t assess any individual advisor’s or firm’s proficiency as an accountant, bookkeeper or financial advisor. And Xero certified advisors and advisors with industry or bank specialisations are not employees of Xero.

CityGate Financial Ltd

Making Tax Digital VAT Re…

Xero Migration

Silver champion partner

Partner since 2019

Xero payroll certified

Xero advisor certified